FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,518
New
Increased
Reduced
Closed

Top Buys

1
+$72.5M
2
+$48.2M
3
+$46.6M
4
BND icon
Vanguard Total Bond Market
BND
+$41.3M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$37.2M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.23M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.46M

Sector Composition

1 Technology 9.18%
2 Consumer Discretionary 4.79%
3 Financials 4.18%
4 Healthcare 2.83%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.31M 0.11%
199,472
+15,241
177
$4.29M 0.11%
43,710
+2,583
178
$4.28M 0.11%
50,979
+3,787
179
$4.22M 0.11%
174,842
-942
180
$4.22M 0.11%
26,665
+6,586
181
$4.17M 0.11%
37,487
+18,194
182
$4.14M 0.11%
15,096
+1,175
183
$4.06M 0.1%
57,484
+52,227
184
$3.97M 0.1%
112,432
+48,857
185
$3.95M 0.1%
54,967
+14,980
186
$3.95M 0.1%
9,409
+5,278
187
$3.94M 0.1%
22,771
+20,002
188
$3.93M 0.1%
12,801
+2,759
189
$3.91M 0.1%
11,843
+3,481
190
$3.84M 0.1%
98,337
-9,642
191
$3.83M 0.1%
40,741
+1,971
192
$3.8M 0.1%
+48,200
193
$3.79M 0.1%
144,425
+122,828
194
$3.75M 0.1%
+151,851
195
$3.74M 0.1%
+51,534
196
$3.73M 0.1%
40,591
+15,584
197
$3.66M 0.09%
9,557
+749
198
$3.62M 0.09%
8,080
+2,237
199
$3.61M 0.09%
+145,286
200
$3.61M 0.09%
38,010
-5,023
6 7
8
9 10